Welcome and thanks for reading!
In this review, I will make a summary of important and interesting news and events over the last week related to my portfolio holdings. Also, I will put together some interesting articles from other websites that caught my attention during the past week.
Received Dividends:
September 22, 2025
- €16.98 – Dominion Energy, Inc. (D)
- €3.64 – Kontoor Brands, Inc. (KTB)
- €19.18 – Smurfit Westrock Plc (SW)
- €28.68 – Flowers Foods, Inc. (FLO)
- €11.39 – L3Harris Technologies, Inc. (LHX)
- €67.36 – Manulife Financial Corporation (MFC)
September 24, 2025
- €9.26 – Metro Inc. (TSE:MRU)
September 25, 2025
- €14.08 – QUALCOMM Incorporated (QCOM)
September 26, 2025
- €25.44 – The Kraft Heinz Company (KHC)
Week 39: Total net dividends €195.99
Dividend income is reported after the deduction of taxes. Check more at my Monthly Dividend sheet.
Portfolio Holdings News:
September 22, 2025
- Nordea Bank Abp (NDA) completes its share buy-back programme announced in June 2025; NDA has now completed its share buy-back programme announced in June 2025. From 16 June 2025 to 19 September 2025, Nordea repurchased 19,292,616 of its own shares (FI4000297767) at an average price per share of €12.95.
- Pfizer Inc. (PFE) to Acquire Metsera and its Next-Generation Obesity Portfolio; PFE and Metsera, Inc. (NASDAQ: MTSR) today announced the companies have entered into a definitive agreement under which Pfizer will acquire Metsera, a clinical-stage biopharmaceutical company accelerating the next generation of medicines for obesity and cardiometabolic diseases. Under the terms of the agreement, Pfizer will acquire all outstanding shares of Metsera common stock for $47.50 per share in cash at closing, representing an enterprise value of approximately $4.9 billion. Additionally, the agreement includes a non-transferable contingent value right (CVR) entitling holders to potential additional payments of up to $22.50 per share in cash tied to three specific clinical and regulatory milestones.
- RTX Corporation's (RTX) Missile and Defense (NYSE:RTX) was awarded a $271.4 million modification to contract for the full-rate production of the Tube-Launched Optically Tracked Missile Weapon System, including the TOW Obsolescence and Safety 2B missile variant.
September 23, 2025
- UPM-Kymmene Corporation (UPM) Initiates a Strategic Review of UPM Plywood Business Area; UPM’s Board of Directors has decided to initiate a strategic review of UPM Plywood business area to assess options for maximizing the long-term potential of the Plywood business in an evolving market environment. The strategic review includes a range of possibilities, including a potential separation from UPM through for example a divestment, partial demerger or initial public offering. The aim is to determine the best path forward for the Plywood business, while also benefiting the value creation for UPM’s shareholders.
- Altria Group, Inc. (MO) Enters Memorandum of Understanding With KT&G to Pursue Long-term Adjacent Growth; MO has signed a non-binding collaboration deal with South Korean tobacco and consumer products company KT&G, to explore opportunities in non-nicotine products and smoke-free nicotine products.
- Archer-Daniels-Midland Company (ADM) and Alltech to Bring Together Unparalleled Expertise and Experience in New North American Animal Feed Joint Venture; ADM signed a definitive agreement with agricultural products developer Alltech to launch a North American animal feed joint venture, aiming to reduce costs and simplify its portfolio.
September 24, 2025
- RTX Corporation´s (RTX) Missile Defense (NYSE:RTX) was awarded a $578.6 million firm-fixed-price contract for the procurement of Stinger missiles, ancillary equipment, and support.
September 25, 2025
- Lockheed Martin Corporation (LMT) is awarded a $610 million modification to a previously awarded fixed-price incentive, undefinitized, advanced acquisition contract.
- General Dynamics Corporation (GD) Awarded $1.5 Billion Enterprise IT Modernization Contract; General Dynamics Information Technology (GDIT), a business unit of GD, announced that it was awarded an enterprise IT modernization contract to strengthen the U.S. Strategic Command’s (STRATCOM) operational readiness. The new $1.5 billion contract, awarded in May, covers a one-year base period and six option years.
- RTX Corporation (RTX) is being awarded $602.9 million for a firm-fixed-price contract for spare parts and repair of assemblies related to the active electronically scanned array radar system used in support of the F/A-18 aircraft and RTX also is being awarded a $497.69 million firm-fixed-price contract (N0003925D2002) to produce, test, and deliver fully integrated Navy Multiband Terminals (NMT).
- Emera Incorporated (TSE:EMA) Increases Quarterly Dividend; EMA announces that its Board of Directors have approved an increase in the company’s quarterly dividend on its common share from C$0.725 to C$0.7325 per share. The new quarterly dividend represents an annualized dividend of $2.93, a 1% increase from the previous annual dividend of $2.90 per share.
September 26, 2025
- Lockheed Martin Corporation (LMT) Sikorsky Receives Five-Year Contract to Build Up to 99 CH-53K® Heavy Lift Helicopters for the U.S. Marine Corps; LMT announced its Sikorsky subsidiary was awarded a $10.85 billion contract from the U.S. Navy to build as many as 99 CH-53K King Stallion helicopters over five years for the U.S. Marine Corps, the largest-ever quantity order for the aircraft.
Articles that caught my attention:
- Undervalued Dividend Growth Stock of the Week: NextEra Energy (NEE) by Jason Fieber at Daily Trade Alert
- Core Canadian equity ETFs for your ETF portfolio, on the Sunday Reads by Dale Roberts at Cut the Crap Investing
- Three Dividend Growth Stocks Rewarding Shareholders With Raises by Dividend Growth Investor
- Building A $100,000 Dividend Portfolio: Maximizing SCHD's Income With September's Top High-Yield Stocks by Frederik Mueller at Seeking Alpha
- 10 Perpetual Income Stocks To Build A Dividend Machine by Bob Ciura at Sure Dividend
- I Am Loading Up On My Favorite Dividend Growth Stock: Canadian Natural Resources by Samuel Smith at Seeking Alpha
- Confused about stock price movement? Listen to this [Podcast] by Mike at The Dividend Guy Blog
- Increased Cintas Exposure by Charles Fournier at Financial Freedom Is A Journey
- Automatic Data Processing: Back In The Buy Column Now (Rating Upgrade) by Kody's Dividends at Seeking Alpha
- Realty Income Corp (O) Dividend Stock Analysis by D4L at Dividend Growth Stocks
- Accenture – Attractive Valuation Presents A Buying Opportunity by Charles Fournier at Financial Freedom Is A Journey
- I Could Build My Entire Retirement Around These 4 Stocks by Leo Nelissen at Seeking Alpha
Thanks for stopping by!
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